What's in it for you
You can use your Salesforce account with the Showpad for Gmail extension. This allows you to share your content and automatically log your activities in Salesforce.
Whether you share content or not, all email activity and sharing of content is visible in your Salesforce Activities.
If you have shared activities enabled in your Salesforce account or if it is enabled by default in your Salesforce organization, you will be able to log the activity against more than one contact in your organization.
If you send an email to one of your colleagues in the same domain, the activity won't be logged in Salesforce. We automatically filter out the users on the same company domain.
See how it looks
- Share Showpad content from within Gmail
- Populate contacts from Salesforce
- See or change the related Salesforce Opportunities for the selected contact
- Log your activities in Salesforce
- Emails to your colleagues in the same organization won't be logged
Do this step by step
- Connect to Salesforce in the Showpad Gmail plugin by checking the CRM checkbox. Fill in your Salesforce credentials.
- Start typing a recipient in your address bar in Gmail. The Showpad Gmail plugin will automatically suggest a Salesforce contact and account/opportunity based on what you type in the address bar.
- Check if the suggestions for the contact or lead and opportunity or account are correct, adjust where needed. if your Salesforce settings allow you to log an activity against more than one record, you will be able to select more than one contact.
- If a Contact is not connected to the Opportunity or Account, you'll see a warning icon.
- Send the email.
- Open Salesforce and check the logging.